Information
As financial consultants we provide individuals and businesses with advice on practical and relevant solutions to help them to meet their financial objectives.
Some of the key areas we advise on are listed below. Of course, we’ll be happy to discuss your own personal situation and goals with you.
Pensions
Pensions are, of course, designed to enable you to save enough money during your working life to provide an income stream for you to live comfortably after you have retired. There are many different ‘tools’ us...
Mortgages
Mortgages are one of the largest single transactions in most people’s lives. Buying a property can be a stressful and time-consuming experience, although nowadays the financing of a mortgage is a case of finding...
Savings and Investments
From childhood most of us are told to put away money to save for the future – perhaps for something special? Or perhaps to be sure that when we really need something, we have the funds to acquire it, without tak...
Protection
Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property. Whilst insuring against an undesirable event such as sickness or even death may not be a p...
Awards and Accreditations
Everything was explained in detail and all my questions answered giving me a better understanding of my circumstances.
Mr R
On first meeting Christina in person she set my mind at rest and sorted everything I needed.
Mr T
The service provided was both professional and extremely helpful, without Christina’s help we would have lost money and took a long time to obtain our pension funds.
Mr & Mrs W